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Within Each Group, Show

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How Within Each Group, Show Works

This setting allows you to designate how granular your report gets by determining what data to display as sub-categories under the main Group by rows. You can choose to report on securities or accounts within the group, or to not expand groups.

You can use this setting to create a basic group-level performance report that goes in your monthly statement, but then set the client portal performance report to go into details of performance for each account or security level.

In Dynamic Reports

In dynamic reports, this setting is called When Expanding a Group, Show.

In PDF Reports

This setting is available in the Detailed Performance section of the Account Performance PDF report.

For detailed performance, for each grouping you selected in the Group by list, you can choose what you want shown under the grouping: securities, accounts, or nothing.

You can choose:

• Securities in the group.

  

  If you're using the enhanced performance calculations, the Only Show Returns for Assets Held at the End of the Period check box allows you to choose whether securities that were held during a selected period are shown when you expand a group.

• Accounts holding the group.

  

• Don't show anything in the group.

  

  If you're using the enhanced performance calculations, the Only Show Returns for Assets Held at the End of the Period check box allows you to choose whether to show categories that were held during a selected period.

Reports With This Setting

• Account Performance

Related Settings

The following setting interacts with this option:

• When you select Accounts holding the group: Hide Closed Accounts